Setting a Default Workspace in Expensify
All reports in Expensify belong to a Workspace. Expenses on a report are coded with categories and tags from that specific workspace. It’s a best practice to set a default workspace for…
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ER Expense Reports & Company Credit Cards
Create and submit expense reports. Approve expense reports. manage company credit cards.
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Add a Copilot to Expensify
Copilot access lets you grant another member access to your Expensify account without sharing your login credentials. You can control their access level and remove it at any time. This…
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Connecting Expensify to Your Uber Account
Link your Expensify account directly to your Uber account so you can auto-forward Uber trips to Expensify Even if a company has invited staff to its Uber Business Profile, that…
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Getting Started as a New Expensify User – International Users
Expensify is a tool for managing expense reports. Your company has invited you to use their Expensify policy to manage expense reimbursements and/or company credit card purchases. You can use…
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Merge Two Accounts in Expensify
If you have two Expensify usernames and want to combine them into one, you can merge them. Merging accounts combines all receipts, expenses, expense reports, invoices, bills, imported cards, secondary logins,…
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